JFS Wealth Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28K | Buy |
36
+6
| +20% | +$547 | ﹤0.01% | 1236 |
|
|
2025
Q1 | $2.29K | Buy |
30
+7
| +30% | +$535 | ﹤0.01% | 1419 |
|
|
2024
Q4 | $1.47K | Buy |
23
+6
| +35% | +$383 | ﹤0.01% | 1584 |
|
|
2024
Q3 | $901 | Buy |
17
+2
| +13% | +$106 | ﹤0.01% | 1716 |
|
|
2024
Q2 | $754 | Hold |
15
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q1 | $703 | Hold |
15
| – | – | ﹤0.01% | 1728 |
|
|
2023
Q4 | $739 | Sell |
15
-1
| -6% | -$49 | ﹤0.01% | 1719 |
|
|
2023
Q3 | $679 | Buy |
16
+2
| +14% | +$85 | ﹤0.01% | 1679 |
|
|
2023
Q2 | $499 | Buy |
14
+5
| +56% | +$178 | ﹤0.01% | 1759 |
|
|
2023
Q1 | $415 | Buy |
9
+7
| +350% | +$323 | ﹤0.01% | 1744 |
|
|
2022
Q4 | $95 | Buy |
+2
| New | +$95 | ﹤0.01% | 1883 |
|